BGCGBaillie Gifford International Concentrated Growth ETF

Grow my moneyRanked #2,891 of 2,947 in this goal

Seeks capital appreciation.

Annual Cost

—

#5,513 of 5,513 · expensive

Fund Size

—

#5,513 of 5,513 · small

Return (1Y)Goal

N/A

Track Record

—

#5,513 of 5,513 · young

Performance

Total-return NAV · USD

Growth of $10,000

$9,871-1.3%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

Region

Cap

Multi cap

Strategy

Active selection

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-2.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks capital appreciation.
Strategy: Actively manages an international portfolio of common stocks and equity securities of issuers in developed and emerging markets, with up to 20% in U.S. equities. Invests in ADRs, EDRs, and GDRs, and may use active ETFs and ETFs tracking relevant indices. Focuses on long-term growth prospects without being constrained by the MSCI ACWI ex USA benchmark. Aims for a portfolio of 20-35 growth companies, holding securities for at least 5 years, with significant exposure to a few countries. Non-diversified fund with low turnover.